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Kevin O'Neill

6 Ways to Create a Frictionless Client & Investor Lifecycle Journey for Asset Servicing Firms

As digital transformation continues to impact the financial services sector, Asset Servicing (AS) firms are under significant pressure to modernize their processes. To transform successfully, they nee...

17 Sep 2020
Banking Strategy, Digital and Transformation
Kevin O'Neill

Breaking down Silos: 4 Key Transformation Challenges for Transfer Agents and Fund Administrators

In a recent post, we explored how Asset Servicing (AS) firms are grappling to meet their clients’ and investors’ fast-evolving digital service and real-time reporting expectations. The underlying reas...

29 Jul 2020
Banking Strategy, Digital and Transformation
Kevin O'Neill

Digitalize-or-Die Crossroads for Asset Servicing: Closing the Client and Investor Experience Gap

The Asset Servicing (AS) industry is an essential but often overlooked component of global financial markets. Yet, while transfer agents and fund administrators are critical to the smooth running of m...

08 Jul 2020
Innovation in Financial Services
Kevin O'Neill

What does 2020 hold for Asset Management and Asset Servicing?

Looking ahead into 2020 we can expect to see continued geopolitical uncertainty, fee pressures, increasing regulatory demands and market volatility. The regulatory burden for Asset Managers and Asset ...

04 Feb 2020
Trends in Financial Services
Kevin O'Neill

The Automation of AML and KYC Regulation for Asset Managers

With a recent influx of large-scale Anti-Money laundering (AML) and Know-Your-Customer (KYC) enforcement actions, those within the Asset Management sector must now find the perfect balance between act...

05 Mar 2019
Banking Strategy, Digital and Transformation